SBI Long Term Advantage Series V Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

SBI Long Term Advantage Series V Growth Direct Plan

NAV
₹32.7055
-0.21%
(11 Jul)
AUM
394 Cr
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+20.8%
+8.7%
+6.8%
+3.0%
+1.9%
+1.6%
3Y
+26.9%
+31.3%
+25.8%
+28.6%
+26.9%
+20.5%
5Y
+27.7%
+28.6%
+27.2%
+28.1%
+24.2%
+22.7%
ALL
+17.6%
+18.7%
+15.7%
+16.9%
+19.3%
+14.1%
VOL
16.5%
17.7%
16.4%
15.5%
18.4%
-
TER
NA
0.6%
1.1%
0.9%
0.6%
-
AUM
₹394 Cr
₹4,506 Cr
₹16,454 Cr
₹30,616 Cr
₹435 Cr
-
INFO
1.07
1.06
0.96
1.09
1.05
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Long Term Advantage Series V (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Sanathan Textiles Ltd
8.7%
State Bank of India
7.9%
Deepak Fertilisers & Petrochemicals Corp Ltd
7.8%
SBI Cards and Payment Services Ltd Ordinary Shares
7.2%
ICICI Bank Ltd
6.8%
Maruti Suzuki India Ltd
6.7%
HDFC Bank Ltd
6.6%
InterGlobe Aviation Ltd
5.6%
Treps
5.5%
Paradeep Phosphates Ltd
4.5%
Top industry exposure
Financial Services
32.4%
Consumer Cyclical
26.0%
Basic Materials
15.6%
Industrials
6.3%
Communication Services
6.0%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
3Y
Exit load
No exit load
Fund objective
"The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equityrelated instruments of companies along with income tax benefit.However, there can be no assurance that the investment objective of the Scheme will be realized."
Fund manager(s)
Nidhi Chawla

FAQs